Enter General Purchase Part Info
Explanation
This activity is used to enter a new purchase part, or to enter supplementary information on an
inventory-registered purchase part.
A purchase part can either be an inventory-registered part or a non-inventory registered part.
- Purchase part, i.e., a non-inventory registered purchase part
For example, this can be services. Enter this type of part directly in the Purchase Part page. The only
information that is required is the default purchase unit of measure. The remaining settings are optional. The
Contractor option can be enabled if you want to indicate that a purchase part is used to order services
from contractors who can report time and cost to projects.
- Purchased inventory part, i.e., an inventory-registered purchase part.
For an inventory part with the part type Purchased, Purchased (raw),
Core or Expense, a purchase part is automatically created. The default purchase
unit of measure is retrieved from the inventory part. The Inventory Part option is enabled when the
purchase part is an inventory part. Inventory parts with other part types must be manually entered as purchase
parts.
You can enable the purchase part to be purchased with the required acquisition type for it. The possible values
of Acquisition Types are Purchase Only, Purchase and Rental and Rental Only.
When entering a purchase part directly in the Purchase Part page, you have to enter the part number, part
description, site, and a default purchase unit of measure. You can define whether a part is taxable. When the
purchase part record is automatically generated from the inventory part entry, unless you need to specify any
additional information, you do not have to add any. The acquisition type of the purchase part is set to Purchase
Only by default when you create a new purchase part record.
To add additional (optional) settings on an inventory-registered purchase part, query for the part in question
and add the desired information. Examples of additional settings are quality control analyst, buyer, order
processing type, automatic closing control, over delivery control, and technical coordinator. When working in a
multi-site environment, consider using a special purchase group for your parts.
You can connect informational text on the purchase part, such as document text and notes.
On the Purchase Part/Suppliers tab, you can easily view a summary of all available suppliers for this
purchase part. On the Purchase Part/Supplier Agreements tab you can view a summary of all the supplier
agreements that this purchase part is associated with. On the Quality Requirements tab
you can define quality requirements for the purchase part. The Purchase Part/Characteristics tab, the
Purchase Part/Descriptions tab, the Purchase Part/Supplier Split tab and the Quality
Requirements tab are described in separate activity descriptions.
If the purchase part is considered as a package part, then before saving the record make sure to enable the
Package Part indicator. This toggle is not editable. Moreover, a purchase part adding in Package
Part/General/ Sourcing only available if the Package Part toggle is enabled in
Purchase Part/ General/ Indicators.
Prerequisites
- Purchase parts are site-dependent, therefore you must have the correct site. Enter a value in the Site
page.
- The site must be connected to the user account. Do this in the Sites per User page.
- When entering a purchase part and when indicating the unit of measure, the unit code must exist in the
Units of Measure page.
- When adding additional information to a purchase inventory part, the inventory part must have been entered in
the Inventory Part page. The inventory should have one of the following part types: Purchased, Purchased
Raw, or Expense.
- The unit must exist in the Maintenance Basic Data/Units page.
Additional settings:
- When you are indicating a quality controller, the quality controller must have been entered in the QC
Analysts page.
- When you are indicating a buyer, the buyer must have been entered in the Buyers page.
- When you are indicating a purchase group, the purchase group must have been entered in the Purchase
Groups page.
- When you are indicating a technical coordinator, the technical coordinator must have been entered in the
Technical Coordinators page.
- When you are indicating an order processing type, the order processing type must have been entered in the
Purchase Order Processing Types page.
- If the part is used for a contractor and you want to enable the Contractor option, the part should
already be registered as an inventory part or sales part.
System Effects
- Depending on the starting point, you have either entered a purchase part (a non-inventory registered purchase
part) or have added some additional information to an inventory-registered purchase part.
- When a quality controller, buyer, or purchase group is indicated on the purchase part, it will be indicated
by default when creating a purchase requisition or purchase order. When a technical coordinator is entered on the
purchase part, this value will be used by default when creating purchase requisitions, purchase orders, order
requests for quotation, and supplier agreement requests for quotation for the purchase part. When an order
processing type is indicated on the purchase part, the release of purchase requisitions and purchase orders,
conversions of purchase requisitions to purchase orders, and printing of purchase orders can be automated. This
is dependent on which events are included.
- The value of the Taxable option will be retrieved from the Company/Tax Control/Supply Chain
tab. If the Taxable option is enabled, a relevant tax code will have to be specified on the Supplier
for Purchase Part/General tab.
- The value of the Taxable option will become the default value for the Part Taxable option of
the purchase part order line.
- If the over delivery tolerance is specified for both the purchase part and the purchase group connected to
it, the value defined for the purchase part is considered in the purchase requisition and purchase order lines
where applicable.
- If the Contractor option is enabled, the default purch UoM will be set to h(hours).